Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Uncommon Cents Investing LLC (CIK 1729754) reported $431.0M across 207 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ASA ($25.8M, 5.99%), KR ($10.2M, 2.38%), RTX ($9.9M, 2.30%), WFC ($8.9M, 2.06%), JPM ($7.5M, 1.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASA | ASA GOLD AND PRECIOUS MTLS L | $25.8M | 5.99% | 415,914 | Trimmed |
| 2 | KR | KROGER CO | $10.2M | 2.38% | 141,478 | Added |
| 3 | RTX | RTX CORPORATION | $9.9M | 2.30% | 51,393 | Trimmed |
| 4 | WFC | WELLS FARGO & CO | $8.9M | 2.06% | 111,414 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $7.5M | 1.75% | 25,635 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $7.5M | 1.74% | 20,316 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $7.4M | 1.72% | 30,317 | Trimmed |
| 8 | NSC | NORFOLK SOUTHN CORP | $7.4M | 1.72% | 25,776 | Trimmed |
| 9 | COP | CONOCOPHILLIPS | $7.1M | 1.64% | 53,415 | Added |
| 10 | ADM | ARCHER DANIELS MIDLAND CO | $7.0M | 1.62% | 96,284 | Added |
| 11 | EME | EMCOR GROUP INC | $6.5M | 1.51% | 8,835 | Trimmed |
| 12 | AAPL | APPLE INC | $6.4M | 1.49% | 25,264 | Hold |
| 13 | MLI | MUELLER INDS INC | $6.4M | 1.49% | 58,135 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.38% | 12,378 | Added |
| 15 | MINT | PIMCO ETF TR | $5.8M | 1.34% | 57,235 | Added |
| 16 | TDF | TEMPLETON DRAGON FD INC | $5.8M | 1.34% | 546,070 | Added |
| 17 | RIO | RIO TINTO PLC | $5.7M | 1.32% | 61,180 | Added |
| 18 | CSCO | CISCO SYS INC | $5.3M | 1.24% | 68,665 | Trimmed |
| 19 | GE | GE AEROSPACE | $5.1M | 1.18% | 17,919 | Trimmed |
| 20 | HIG | HARTFORD INSURANCE GROUP INC | $5.1M | 1.18% | 37,500 | Added |
| 21 | TY | TRI CONTL CORP | $5.0M | 1.17% | 159,671 | Trimmed |
| 22 | MRK | MERCK & CO INC | $5.0M | 1.15% | 41,171 | Added |
| 23 | B | BARRICK MNG CORP | $4.7M | 1.09% | 114,865 | Trimmed |
| 24 | WY | WEYERHAEUSER CO | $4.7M | 1.09% | 192,865 | Added |
| 25 | XOM | EXXON MOBIL CORP | $4.6M | 1.07% | 27,236 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31